In re Estate of Kinzel

2025 IL App (5th) 230261-U
Appellate Court of Illinois·Decided March 17, 2025·No. 5-23-0261·Unpublished

Opinion

NOTICE

2025 IL App (5th) 230261-U NOTICE

Decision filed 03/17/25. The This order was filed under text of this decision may be NOS. 5-23-0261, 5-23-0262 cons. Supreme Court Rule 23 and is changed or corrected prior to not precedent except in the the filing of a Petition for IN THE limited circumstances allowed Rehearing or the disposition of under Rule 23(e)(1).

the same.

APPELLATE COURT OF ILLINOIS

FIFTH DISTRICT

In re ESTATE OF PATRICIA A. KINZEL, Deceased ) Appeal from the ) Circuit Court of

(Kenneth Kinzel, ) Washington County.

)

Claimant-Appellant, )

)

v. ) Nos. 20-P-5, 19-P-18 )

Kelly Hokeness, Executor, ) Honorable ) Daniel J. Emge,

Respondent-Appellee). ) Judge, presiding.

JUSTICE WELCH delivered the judgment of the court.

Justices Cates and Moore concurred in the judgment.

ORDER

¶1 Held: The trial court did not err in denying the appellant’s claim to certain business personal property where its finding that he failed to prove the transfer of the disputed property by a preponderance of the evidence was not against the manifest weight of the evidence; furthermore, the trial court did not deny the testator’s testamentary capacity where it acknowledged and honored all the terms stated in her written will; and, the trial court did not err in admitting the appellant’s August 21, 2019, letter to the executor where the trial court’s finding that the appellant failed to make a substantial showing that the letter was a settlement offer was not an abuse of discretion.

¶2 The appellant, Kenneth Kinzel, appeals from the order of the circuit court of Washington County denying his estate claims to certain business personal property held by the estate of Patricia Kinzel, deceased. He argues that the trial court’s finding that he failed to prove the transfer of the property by a preponderance of the evidence was against the manifest weight of the evidence; that

the court erroneously denied the testator’s testamentary capacity; and that the court abused its discretion in admitting and considering the appellant’s August 21, 2019, letter to the executor of Patricia’s estate where the appellant made a substantial showing that the letter was a settlement offer. For the reasons that follow, we affirm.

¶3 I. BACKGROUND

¶4 The appellant, Kenneth Kinzel (Ken), and the respondent executor, Kelly Hokeness (Kelly), are siblings, and are both the children of Ronald (Ron) and Patricia Kinzel (Pat). Ron owned a sole proprietorship called Kinzel Fabrication, and Ken worked at his father’s business. On February 8, 2019, after a short fight with cancer, Ron passed away. A copy of Ron’s will was admitted to probate on February 7, 2020, as a lost will. In his will, Ron left all his property to his wife, Pat. Pat passed away only a few months later, on June 14, 2019. Pat’s will was admitted to probate on July 29, 2019. In her will, Pat named Kelly as executor and left all of her property to four of her five children, per stirpes. The children named were: Ken, Kelly, Karen Donohue (Karen), and Kathie Roush (Kathie). One child, Keith Kinzel (Keith), was explicitly excluded from both parents’ wills.

¶5 This dispute arises from an estate claim that Ken makes against Pat’s estate. Ken claims that the business personal property from Ron’s business, Kinzel Fabrication, was transferred to him at some point before Ron’s death, and as a result, does not belong to Pat’s estate, but to him. Kelly disputes this claim, maintaining that this transfer did not occur, and that the business personal property from Ron’s business is part of Pat’s estate. Several hearings leading up to October 7, 2022, were held on various motions and petitions. These hearings and motions made clear that the relationship between Ken and Kelly is extraordinarily contentious. Relevant details from one of those hearings are summarized below.

¶6 On February 28, 2020, the trial court held a hearing on Ken’s petition to terminate independent administration of Pat’s estate and Kelly’s motion to allow sales. The following relevant facts were adduced at this hearing. While alive, Ron ran Kinzel Fabrication out of a shop located on the property where his and his wife’s house was also located. Ken worked as an independent contractor for many years for Kinzel Fabrication. It is undisputed that, after Ron’s death, Kinzel Fabrication ceased to exist. However, the parties do dispute whether the equipment associated with the business inventory was transferred to Ken prior to Ron’s death.

¶7 Brad Small, an attorney, had met with Pat to execute her will and other documents shortly before she died. Small wrote an affidavit alleging that Pat had planned to transfer the shop real estate property to Ken but died before this was completed. After Pat’s death, Kelly was appointed independent executor per Pat’s will. At some point, Kelly locked Ken out of the shop. The circumstances surrounding this event are disputed. After being locked out of the shop, Ken sent Kelly a letter claiming two items as his own and offering to purchase the other items from Pat’s estate. Ken alleges that the letter is an inadmissible settlement letter that was sent in a panic after he was locked out of the shop he had been working out of, had lost access to equipment necessary to complete his work, and was at risk of suffering severe financial damages. Kelly alleges that this letter is not a settlement letter but an admission by Ken that the property associated with Ron’s business is rightfully part of Pat’s estate. After hearing both attorneys’ arguments, the trial court terminated independent administration of Pat’s estate and denied Kelly’s motion to allow sales. The court also ordered that all cases involving Pat’s and Ron’s estates be consolidated.

¶8 On October 7, 2022, the trial court held a hearing on Ken’s claims against his parents’ estates. The parties stipulated that certain items had been removed from contention and would be made available to Ken. Kelly’s attorney clarified that this stipulation was not that those items were

rightfully Ken’s property, but that, although they were “still part of the estate,” Kelly would no longer “fight over” them. Ken’s attorney then called Kelly to the stand and presented her with a copy of handwritten notes by Ron. Kelly confirmed that the notes were Ron’s and were in Ron’s handwriting. In his notes, Ron had written the names of all four of his children who he and Pat intended to include in their wills: Kelly, Karen, Kathie, and Ken. Under Kelly’s name, the words “clown picture” had been written. Kelly understood this notation to mean that, upon their death, her parents wished for her to have a large picture that hung in their living room. Kelly did not have possession of the picture; nor did she include it in the estate inventory, because its value had been less than $100, and it had been sold to the estate buyers.

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In re Estate of Kinzel, 2025 IL App (5th) 230261-U (Ill. Ct. App. 2025).

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